Kotak Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth
A Other Scheme by Kotak Mahindra Asset Management Company Limited.
1Y Returns (CAGR)
-2.65%
Expense Ratio
0.28%
as of 01/03/2026
AUM
₹252.49 Cr
Qtr End: Mar 26
NAV
₹9.388
as of 03/06/2026
1Y Returns (CAGR)
-2.65%
Expense Ratio
0.28%
as of 01/03/2026
AUM
₹252.49 Cr
Qtr End: Mar 26
NAV
₹9.388
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 3.75% | 15.85% | 26.38% |
| 6M | -1.01% | -2.01% | 22.35% |
| 1Y | -2.65% | -2.65% | 17.80% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 19/09/2024
- Fund Age
- 1.7 years
- Minimum Investment
- ₹100
- Benchmark
- Nifty Midcap150 Momentum 50
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Other Scheme
- Sub-category
- Index Funds (Other Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct - Growth | 19.59% | 0.45% | ₹959.85 |
| Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth | 19.21% | 0.47% | ₹805.88 |
| Kotak Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth | - | 0.28% | ₹252.49 |
| HDFC NIFTY50 Equal Weight Index Fund - Direct - Growth | 14.22% | 0.40% | ₹1,121.62 |
| SBI Nifty50 Equal Weight Index Fund - Direct - Growth | - | 0.45% | ₹350.27 |
| DSP Nifty 50 Equal Weight Index Fund - Direct - Growth | 13.89% | 0.58% | ₹1,490.62 |
| HDFC NIFTY 100 Equal Weight Index Fund - Direct - Growth | 15.82% | 0.40% | ₹270.17 |